How to Create Leads in Kartra from New Jotform Submissions Using Pabbly Connect

Learn how to integrate Jotform with Kartra using Pabbly Connect to automate lead creation from new submissions. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create leads in Kartra from new Jotform submissions, the first step is to access Pabbly Connect. Navigate to the URL Pabbly.com/connect to reach the landing page of the software.

On the top right side, you will find options to sign in or sign up for free. Existing users should click on ‘Sign In’, while new users must register to receive 100 free tasks. After signing in, you will be directed to the all apps page, where you can begin the integration process.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ tab. Here, you will name your workflow. For this integration, use a descriptive name like ‘Jotform to Kartra Integration’. Clicking ‘Create’ will open a new window with trigger and action options.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL will facilitate the connection between Jotform and Pabbly Connect. Ensure you copy this URL as it will be used in the next step.

3. Setting Up Jotform Integration

Now, head over to your Jotform account to set up the integration. Open the form you want to integrate and click on ‘Edit Form’. Navigate to the ‘Settings’ tab and select ‘Integrations’. Here, you will find the option to add a webhook.

• Click on ‘Webhooks’ and then ‘Edit Integration’.
• Delete any existing webhook and paste the copied URL from Pabbly Connect.
• Complete the integration by clicking ‘Complete Integration’.

Once the integration is set, you can return to Pabbly Connect to test the webhook and ensure it captures the data from Jotform.

4. Testing the Integration with Pabbly Connect

To verify that your integration is working correctly, you need to perform a test submission via Jotform. Fill in the form with dummy data, including fields like first name, last name, email, and address.

After submitting the form, return to Pabbly Connect to check if the data has been captured successfully. You should see a response indicating that the integration has been successful. This confirms that the connection between Jotform and Pabbly Connect is functioning as intended.

5. Creating Leads in Kartra via Pabbly Connect

After successfully testing the Jotform integration, the next step is to set up the action application, which is Kartra. Select Kartra as your action application in Pabbly Connect and choose ‘Create Lead’ as the action event.

Connect your Kartra account by entering your API key and password. Map the fields from Jotform to the corresponding fields in Kartra. Save and send a test request to ensure that a lead is created in Kartra.

If the test is successful, you will see the newly created lead in your Kartra account, confirming that the integration is complete. This seamless process showcases how Pabbly Connect facilitates the automation of lead generation from Jotform submissions to Kartra.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create leads in Kartra from new Jotform submissions. By following the outlined steps, you can automate lead generation efficiently and effectively. This integration not only saves time but also enhances your lead management process.